See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,920 | $34,934+20.0% | $56,411-25.7% | $74,495-43.7% |
| Participation rate | 16.1% | 32.8%-16.8pp | 52.5%-36.4pp | 67.2%-51.1pp |
| Annual return | 8.04% | 25.94%-17.9pp | 1701.33%-1693.3pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $125 | $609-79.5% | $1,039-88.0% | $2,623-95.2% |
| Participant deferral / active EE | $465 | $1,170-60.3% | $1,952-76.2% | $4,346-89.3% |
| Admin fee / account holder | $12,400 | $2,364+424.6% | $2,829+338.3% | $1,942+538.6% |